“Wealth is having richness in all aspects of your life: emotional, social, spiritual, physical, and financial. Your money should work for you, your values, and your goals.”
Founder of Heels & Yield
Established in 2015, Heels & Yield brings institutional quality consulting and financial education that is engaging and inspiring to family offices, executives and entrepreneurs. Everything we do is geared towards helping you reach your financial goals. We identify and communicate investment opportunities, as well as market risks to support you in preserving and growing your wealth. We also help clients incorporate sustainable and impact investing strategies into their financial goals and portfolios. Our team also creates and leads interactive and fun financial wellness workshops for today's business leaders and employees.
Our workshops and our 1x1 financial wellness introduction package will help you get activated and empowered in your personal finances.
Our Plan, Protect and Grow 1x1 private mentoring package will help you develop more confidence in managing your money during volatile markets. The Bear Market Investing Package also helps intermediate level clients navigate volatile markets with a phase-in strategy.
“I found extraodinary value in this mentoring program! I always thought I would be overpaying for information if I hired a financial coach. I saved so much time and money by working with someone as experienced and high performing as Angelina. She isn’t the standard financial advisor or financial planner, she knows her stuff! ”
“When I work with private bankers, my portfolio often drifts away from the initial target asset allocation and they don’t make any changes to the allocation until it’s too late. They don’t monitor my portfolio closely either. I can lose a lot of money this way! After I started working with Angelina, I rebalanced ahead of the recent market downturn and now I am doing well even in this volatile market. I am now consistently buying low or selling high--the holy grail of investing. I trust Angelina with my money. I’m now also working with her on my family’s impact business strategy. She has helped me to brainstorm and come up with realistic scenarios and change my team’s strategy so that we can use our resources efficiently and thrive as much as we can during the COVID-19 situation. ”
New York City, United States
“Heels & Yield helped me create realistic financial goals and stock market scenarios, including a downturn as severe as the one we’re seeing now. My two financial advisors never did this with me. ”
“Even though I have worked in an investment bank since graduation and I can ask my friends who work in private banking for intel and tips here and there, I still needed to take my own time to learn how to shift my own portfolio to be to be more conservative, with fewer stocks and more lower-risk investments like US treasury ETFs, to help reduce risk as we were getting close to the end of the expansion market cycle. I am now prepared and feel less fearful of investing during what my firm is telling clients could be a deeper market correction than what we had during the global financial crisis in 2008-2009. I am grateful I am at a decent financial position to buy during this downturn, fingers crossed, I don’t get made redundant so I can still achieve financial freedom at a reasonable age! ”
“I’ve been an investment banker for 20 years and I have been using my firm’s private banking account since I got promoted to managing director. I still had a lot of questions and wanted to set up a financial plan with an experienced portfolio manager and chief investor officer of a large family office. Angelina is spot on and knows exactly how I should work with my private banker to actually help me make consistent returns. ”
“Solid family office consultants like Angelina are hard to come by. Since she has been consulting with us, our portfolios have made a few percentage points more return. This is significant. We couldn't hire Angelina to run our family given our limited budget, but as a consultant for the past 2 years, this was an absolutely wonderful investment for us!”
“I inherited wealth from my parents and I wanted to learn to “steward” it well. I met Angelina when she was a fund manager at BlackRock and I’m glad she chose to leave that role to help clients like myself. Everytime I go to investment conferences with her, someone comes up to her to share how the consulting work she has done for them have really helped their family office or their portfolios. I experience it, too, every time I meet with her to go through my portfolio, I feel reassured and confident that I’m stewarding the money well.”